Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,614 | $69,383+180.5% | $101,275+92.2% | $73,497+164.8% |
| Participation rate | 95.8% | 68.4%+27.4pp | 75.8%+19.9pp | 70.7%+25.1pp |
| Annual return | -2.17% | 18.46%-20.6pp | 46.48%-48.6pp | 28.51%-30.7pp |
| Employer contribution / active EE | $23,570 | $2,628+796.7% | $3,660+544.0% | $2,270+938.3% |
| Participant deferral / active EE | $0 | $3,301-100.0% | $4,371-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,948-100.0% | $513-100.0% |